![]() The first two icons are for creating Envelopes and Labels – will discuss those separately they are for individual envelopes or a sheet of just one label. The starting point for your mailing is the Mailings Ribbon. Now that I have a list, I can get on with creating the document and the merge process. A record is all the information held about each individual person in the list. A field in the merge document is a placeholder for text that changes with each record. ![]() In your Excel list, you need Headings at the top of each column. You may also need to do some cleaning up of the structure of the data. Perhaps you have inherited one, or it may have been exported from a database. ![]() The first step is to set up your data list in Excel. Once you have the list and the document you can go ahead and create the Merged Document. Word Document – create a document that can be sent to many different peopleĮmail message – when you need to create a standard email that goes to many recipients and each one needs to be personalised or addressed to each individual, then a mail merge is the way to go. A mail merge is made up of three elements.
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